Written By Eugenia Gueorguieva (Administrator)

Updated at September 21st, 2022

There are three standard roles that are defined in Clarra - Standard User, Admin, and Super Admin. You can also create a custom role with a custom set of permissions.

 To access the Roles section of the application, follow these steps:

  • From the Profile icon in the top right corner of any page, select Account Settings.
  • Click on Roles tab.

The table below shows the permissions associated with each Standard Role.


User Role


Regular User

Admin User

Super Admin

Add or edit Contacts


Add or edit Appointments for any user




Add or edit Deadlines for any user




Add or edit Mail Items for any user




Add or edit Timekeeping items for any user



Edit matter’s details



Add or remove linked contacts to a matter



Add or remove linked matters




Access to events reports



Access to mail reports



Access to Accounting Report



Customize matters data properties



Customize events data properties




Customize contacts data properties




Customize mail log data properties


Customize timekeeping data properties




Customize users data properties



Customize Projects



Access to Billing Reports
(any report containing Billing Rate information or other users’ billing)




Access to Docketing Report



View other user’s Timekeeping entries in the Timekeeping section (can still view other user’s timekeeping entries in the Matters/Timekeeping tab)




Open or close matters



User administration - add, edit, deactivate users



Manage permissions for users




Copy or reassign user across the platform



Delete files




Manage Account & Billing section




You can edit any of the standard roles to add or remove permissions, or create a new custom role.

To create a new role:

  • Click on the Create Role button
  • Select the permissions you want to grant to the new role
  • Enter the name of the new role
  • Hit Save


To edit an existing role: 

  • Click on the three dots to the right of the role you want to edit
  • Select Edit
  • Select the additional permissions you want to grant to this role. Note that you can only add permissions to a standard role. If you want to have a role with less permissions than the Standard User role, you need to create a new role, see steps above.

 Once your roles have been defined, you can assign them to a user from the user tab.